Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Mutual Funds - As an independent broker dealer we have access to an array of mutual fund companies.
- Stock and Options - Listed and NASDAQ stock and option trading as well as margin capabilities.
- Fixed Income Securities - A full-service Bond Department that can competitively buy and sell state and federal tax-free bonds, corporate bonds, U.S. Treasury notes and bonds, as well as zero coupon securities. You also have access to CMOs, mortgage-back securities and brokerage CDs.
- Insurance - A long list of insurance and annuity companies and products, including term life, whole life, universal lfe, variable life, fixed-rate annuities, fixed - indexed annuities, variable annuities and long-term care products.
- Asset Management - Access to third party and institutional money managers utilizing separately managed accounts.
- College Planning – Our team understands saving for college can create a large burden on families, allow our team to help set up 529 and other saving products to help send your loved ones to college.
- 401(k) / 403(b) – Our advisors have extensive experience working with small and medium size companies helping their employees achieve their retirement goals.
- Asset Allocation – Our business model creates a clear driven plan customizing and tailoring an investment strategy that will individually suit needs, goals, and financial objectives.
- Estate Planning – Our advisors work hand in hand with accountants and attorneys to ensure your legacy plans are executed.
- Inheritance – We develop strategies for assets left from previous generations from their loved ones keeping in mind family interests and tax management.